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EDI 811 Consolidated Service Invoice/Statement

Functional Group CI

X12F Finance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Consolidated Services Invoice/Statement Transaction Set (811) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set provides for the billing of complex and structured service invoice detail. This standard can be used by organizations who are interested in sending or receiving either consolidated or standalone invoices for service arrangements which require processing other than that done for the typical product invoice. The Consolidated Services Invoice/Statement can be used as a credit/debit memo to differentiate between payable invoice items and information-only memo items. This transaction set should not be used as a standalone notification of a credit/debit adjustment.

Heading

Position
Segment
Name
Max use
  1. To indicate the start of a transaction set and to assign a control number

  2. To indicate the beginning of an invoice transaction set and to transmit identifying numbers and dates.

  3. To transmit information in a free-form format, if necessary, for comment or special instruction

  4. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

  5. To specify identifying numbers.

  6. To identify a person or office to whom administrative communications should be directed

  7. To specify terms of sale.

  8. To specify pertinent dates and times

  9. To specify tax information.

  10. N1 Loop Optional
    Repeat >1
    1. To identify a party by type of organization, name and code

    2. To specify additional names or those longer than 35 characters in length

    3. To specify the location of the named party

    4. To specify the geographic place of the named party

    5. To specify identifying numbers.

    6. To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
  1. HL Loop Mandatory
    Repeat >1
    1. To identify dependencies among and the content of hierarchically related groups of data segments.

      Valid codes for HL03 to define levels for this transaction set are given below: 1 - Service/Billing Provider (Identifies the Company Providing the Service/Billing) 2 - Billing Arrangement (Identifies a Specific Billing Arrangement) 3 - Sub-billing Arrangement (Identifies a More Detailed Billing Arrangement) 4 - Group (Identifies a Group of Charges on the Bill) 5 - Category (Identifies the Subdivision of the Group) 6 - Subcategory (Identifies a Further Breakdown of the Category) 7 - Type (Identifies a Further Breakdown of the Subcategory) 8 - Charge Detail (Identifies the Lowest Level of Charges within a Billing Arrangement) 9 - Line Detail (Identifies the Supporting Detail Associated with the Charge or Group Level) They must be used in the (hierarchical) order in which they are listed; however, certain levels are optional and may be omitted. At least one occurrence each of the service/billing provider level and group level is required.
    2. LX Loop Optional
      Repeat >1
      1. To reference a line number in a transaction set.

      2. To provide descriptions that identify a specific vehicle

      3. To specify service characteristic data

      4. To describe a product or process in coded or free-form format

      5. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001.)

      6. To specify identifying numbers.

      7. To indicate the total monetary amount.

      8. To specify pertinent dates and times

      9. To specify tax information.

      10. QTY Loop Optional
        Repeat 10
        1. To specify quantity information.

        2. To specify service characteristic data

    3. N1 Loop Optional
      Repeat 1
      1. To identify a party by type of organization, name and code

        The service/billing provider level is defined by the N1 loop.
      2. To specify additional names or those longer than 35 characters in length

      3. To specify the location of the named party

      4. To specify the geographic place of the named party

      5. To specify identifying numbers.

      6. To identify a person or office to whom administrative communications should be directed

      7. To specify tax information.

    4. ITA Loop Optional
      Repeat >1
      1. To specify allowances, charges or services

      2. To specify pertinent dates and times

      3. To specify tax information.

    5. IT1 Loop Optional
      Repeat 999999
      1. To specify the basic and most frequently used line item data for the invoice and related transactions.

        The group level is defined by at least one occurrence of the IT1 loop which may only appear at the group level.
      2. To specify service characteristic data

      3. To describe a product or process in coded or free-form format

      4. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001.)

      5. To specify installment billing arrangement

      6. To specify tax information.

      7. To specify identifying numbers.

      8. To specify pertinent dates and times

      9. To provide a free form format that would allow the transmission of text information.

      10. To indicate the total monetary amount.

      11. QTY Loop Optional
        Repeat >1
        1. To specify quantity information.

        2. To specify service characteristic data

      12. ITA Loop Optional
        Repeat 10
        1. To specify allowances, charges or services

        2. To specify pertinent dates and times

        3. To specify tax information.

      13. N1 Loop Optional
        Repeat >1
        1. To identify a party by type of organization, name and code

        2. To specify additional names or those longer than 35 characters in length

        3. To specify the location of the named party

        4. To specify the geographic place of the named party

        5. To identify a person or office to whom administrative communications should be directed

    6. SLN Loop Optional
      Repeat >1
      1. To specify product subline detail item data

        The SLN loop may only appear at the charge detail level.
      2. To specify service characteristic data

      3. To describe a product or process in coded or free-form format

      4. To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001.)

      5. To specify the currency (dollars, pounds, francs, etc.) used in a transaction

      6. To specify installment billing arrangement

      7. To specify allowances, charges or services

      8. To specify tax information.

      9. To specify identifying numbers.

      10. To identify a person or office to whom administrative communications should be directed

      11. To specify pertinent dates and times

      12. To indicate the total monetary amount.

      13. To provide a free form format that would allow the transmission of text information.

      14. QTY Loop Optional
        Repeat >1
        1. To specify quantity information.

        2. To specify service characteristic data

      15. N1 Loop Optional
        Repeat >1
        1. To identify a party by type of organization, name and code

        2. To specify additional names or those longer than 35 characters in length

        3. To specify the location of the named party

        4. To specify the geographic place of the named party

        5. To specify identifying numbers.

        6. To identify a person or office to whom administrative communications should be directed

    7. TCD Loop Optional
      Repeat >1
      1. To specify detail information for itemized calls

        The TCD loop may only appear at the line detail level.
      2. To specify service characteristic data

      3. To specify tax information.

      4. To specify allowances, charges or services

      5. QTY Loop Optional
        Repeat >1
        1. To specify quantity information.

        2. To specify service characteristic data

    8. USD Loop Optional
      Repeat >1
      1. To specify usage sensitive details which qualify for discounts or are subject to special rates

        The USD loop may only appear at the line detail level.
      2. To specify allowances, charges or services

      3. To specify rating information used to calculate usage sensitive charges

      4. QTY Loop Optional
        Repeat >1
        1. To specify quantity information.

        2. To specify service characteristic data

Summary

Position
Segment
Name
Max use
  1. To specify the total invoice discounts and amounts

  2. ITA Loop Optional
    Repeat >1
    1. To specify allowances, charges or services

    2. To specify pertinent dates and times

  3. BAL Loop Optional
    Repeat >1
    1. To identify the specific monetary balances associated with a particular account.

    2. To specify pertinent dates and times

  4. N1 Loop Optional
    Repeat >1
    1. To identify a party by type of organization, name and code

    2. BAL Loop Optional
      Repeat >1
      1. To identify the specific monetary balances associated with a particular account.

      2. To specify pertinent dates and times

    3. ITA Loop Optional
      Repeat >1
      1. To specify allowances, charges or services

      2. To specify pertinent dates and times

  5. To transmit a hash total for a specific element in the transaction set

    The number of line items (CTT01) is the accumulation of the number of IT1 segments.
  6. To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments).

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